Nicholas Auld Anthony
Nicholas Anthony comes from a family of immigrants from Greece and Scotland who came to America and embraced the opportunities available to them. Through hard work, perseverance, and personal responsibility, they made a meaningful impact in their communities and built a legacy that continues today.
Inspired by their example, Nicholas is passionate about helping clients pursue their own version of the American Dream through thoughtful financial planning and disciplined investment management. He believes financial success is not simply measured by what is accumulated, but by the opportunities it creates for families, communities, and future generations.
A native of San Antonio, Texas, Nicholas attended TMI Episcopal and graduated from Baylor University. His interest in investing began at a young age when his grandmother, Chrissy, introduced him to investing through a Roth IRA and taught him the power of compound interest. That early experience sparked a lifelong interest in markets, investing, and wealth creation.
Outside of work, Nicholas enjoys spending time with his two children, attending St. Sophia Greek Orthodox Church, cheering on the Baylor Bears, and making memories with family and friends.
From client service to digital innovation, Merrill consistently earned national and global recognition as a leader in the financial services industry.
1. WealthBriefing WealthTech Americas Awards, February 2025. The judging process is guided and assisted by a panel of independent experts, each of whom has been actively involved in the family office and wealth management industry for many years and have an in-depth knowledge of the WealthTech sector.
2. The Digital Banker Digital CX Awards, April 2025. Nominees are selected on the qualitative and quantitative depth of their nominations. The Digital Banker research team will shortlist four institutions or individuals per category, which will then be put to our impartial panel of expert judges who will undertake a rigorous audit type process to carefully select the winners.
3. Bank of America employs Ipsos, in conjunction with Qualtrics to continuously measure Merrill Lynch Wealth Management client satisfaction via an online survey. Results quoted are from surveys conducted June 1, 2024 – May 31, 2025, with a total sample of 40,742 clients randomly drawn from the Merrill Lynch Wealth Management client base after eligibility (minimum $100,000 in household assets, advised relationships) and privacy exclusions (deceased, in litigation, bad email address, etc., and had they been included percentages may be different). When asked how satisfied the client was with their primary financial advisor, 95% rated them a 9 or 10; 4% a 6–8; and 1% a 1–5.
4. Money Management Institute (MMI) / Barron's Industry Awards, October 17, 2024. Winners were selected by a specially appointed MMI Industry Awards Steering Council. The Steering Council consists of representatives from all segments of the MMI membership. After carefully reviewing the nominations submitted, the Steering Council determined a slate of finalists in each award category. The primary contacts at each of MMI's member firms were eligible to vote to determine the winners.